SEC Form D · Amendment · filed May 13, 2019
Fidelis Financial Planning LLC
Offering
$20.0M
Sold
$5.8M
Exemption
Rule 506(c)
Industry
Pooled Investment Fund
Location
WEST PALM BEACH, FL
Type
Other Investment Fund
Rule 506(c): private placement that may advertise publicly; all investors must be verified accredited.
People & firms on this filing (3)
Public SEC Form D (Reg D) filing. · View issuer on SEC EDGAR ↗